Financial Perspectives’s UiPath PATH Stock Holding History

Financial Perspectives’s Portfolio PATH Stock Details PATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$522	Hold	48	–	–	﹤0.01%	695
2026 Q1	$533	Hold	48	–	–	﹤0.01%	674
2025 Q4	$787	Hold	48	–	–	﹤0.01%	669
2025 Q3	$642	Hold	48	–	–	﹤0.01%	674
2025 Q2	$614	Hold	48	–	–	﹤0.01%	675
2025 Q1	$494	Hold	48	–	–	﹤0.01%	678
2024 Q4	$610	Hold	48	–	–	﹤0.01%	675
2024 Q3	$614	Hold	48	–	–	﹤0.01%	635
2024 Q2	$609	Hold	48	–	–	﹤0.01%	630
2024 Q1	$1.09K	Hold	48	–	–	﹤0.01%	601
2023 Q4	$1.19K	Hold	48	–	–	﹤0.01%	618
2023 Q3	$821	Hold	48	–	–	﹤0.01%	646
2023 Q2	$795	Hold	48	–	–	﹤0.01%	628
2023 Q1	$843	Hold	48	–	–	﹤0.01%	627
2022 Q4	$610	Sell	48 -19	-28%	-$235	﹤0.01%	639
2022 Q3	$845	Hold	67	–	–	﹤0.01%	632
2022 Q2	$1.22K	Hold	67	–	–	﹤0.01%	623
2022 Q1	$1.45K	Hold	67	–	–	﹤0.01%	627
2021 Q4	$2.89K	Sell	67 -168	-71%	-$8.29K	﹤0.01%	552
2021 Q3	$12.4K	Hold	235	–	–	0.01%	419
2021 Q2	$16K	Buy	+235	New	+$17.2K	0.01%	404

Other funds holding PATH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Perspectives's PATH Position: Q2 2026 in Review

Financial Perspectives held its UiPath (PATH) position steady in Q2 2026 at 48 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Financial Perspectives first reported a position in PATH in Q2 2021 and has held it in 21 quarters since. The position peaked at $16K in Q2 2021. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Financial Perspectives held 48 shares of UiPath worth $522 as of Q2 2026.
Financial Perspectives left its UiPath share count unchanged in Q2 2026.
UiPath made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #695 holding.
Financial Perspectives first reported a position in UiPath in Q2 2021 and has held it in 21 quarters since.
Financial Perspectives's UiPath position peaked at $16K in Q2 2021.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.